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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,014 | $102,385-42.4% | $147,080-59.9% | $80,935-27.1% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 12.99% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,676 | $3,717-28.0% | $4,933-45.8% | $2,757-2.9% |
| Participant deferral / active EE | $10,173 | $6,651+53.0% | $8,066+26.1% | $4,299+136.6% |
| Admin fee / account holder | $8,897 | $7,951+11.9% | $12,989-31.5% | $6,924+28.5% |